Account Settings
Manage your SurveyReflex account settings, update your profile, and configure your preferences.
Accessing Account Settings
- Click your profile icon in the top right
- Select “Settings” from the dropdown
Access account settings
Profile Settings
Personal Information
Update your basic information:
| Field | Description |
|---|---|
| Display Name | Name shown to others |
| Your login email | |
| Profile Photo | Your avatar image |
Edit your profile
Changing Your Name
- Go to Profile section
- Edit the Display Name field
- Click “Save Changes”
Changing Your Email
- Go to Profile section
- Click “Change Email”
- Enter new email address
- Verify via confirmation email
- Log in with new email
Note: You’ll need to verify your new email before the change takes effect.
Profile Photo
Add or change your profile picture:
- Click on the profile photo area
- Upload an image file
- Crop if needed
- Save changes
Supported formats: JPG, PNG, GIF (max 5MB)
Password & Security
Changing Password
- Go to Security section
- Click “Change Password”
- Enter current password
- Enter new password
- Confirm new password
- Click “Update Password”
Change your password
Password Requirements
- Minimum 8 characters
- Mix of letters and numbers
- At least one special character recommended
Two-Factor Authentication (2FA)
Add extra security to your account:
- Go to Security section
- Click “Enable 2FA”
- Scan QR code with authenticator app
- Enter verification code
- Save backup codes
Set up two-factor authentication
Session Management
View and manage active sessions:
- See devices where you’re logged in
- Log out of other sessions
- View last activity time
Notification Settings
Email Notifications
Configure what emails you receive:
| Notification | Description |
|---|---|
| New Responses | When surveys receive responses |
| Response Milestones | At 10, 50, 100 responses |
| Survey Status | When surveys are published/closed |
| Team Updates | Team activity notifications |
| Product Updates | New features and updates |
Configure email notifications
Notification Frequency
Choose how often to receive emails:
- Immediate - As events happen
- Daily Digest - Once per day summary
- Weekly Digest - Weekly summary
Disabling Notifications
To reduce emails:
- Uncheck notification types you don’t need
- Switch to digest mode
- Or disable all non-essential emails
Preferences
Language
Set your preferred language:
- Go to Preferences section
- Select language from dropdown
- Interface updates immediately
Timezone
Set your timezone for accurate timestamps:
- Go to Preferences section
- Select your timezone
- All dates/times adjust accordingly
Date Format
Choose how dates display:
- MM/DD/YYYY (US)
- DD/MM/YYYY (International)
- YYYY-MM-DD (ISO)
Connected Accounts
Social Logins
Manage connected social accounts:
- Microsoft
Connecting an Account
- Go to Connected Accounts
- Click “Connect” next to provider
- Authorize the connection
- Account is linked
Disconnecting
- Find the connected account
- Click “Disconnect”
- Confirm the action
Note: Ensure you have another login method before disconnecting.
Data & Privacy
Download Your Data
Export all your SurveyReflex data:
- Go to Privacy section
- Click “Download My Data”
- Wait for export to process
- Download the file
Includes:
- Account information
- All surveys
- All responses
- Settings and preferences
Delete Account
Permanently delete your account:
- Go to Privacy section
- Click “Delete Account”
- Read the warnings carefully
- Enter your password
- Confirm deletion
Warning: Account deletion is permanent. All surveys, responses, and data will be deleted and cannot be recovered.
What Gets Deleted
- Your account and profile
- All surveys you created
- All response data
- Team memberships (you’ll be removed)
- Billing information
API Access
API Keys
For developers integrating with SurveyReflex:
- Go to API section
- Click “Generate API Key”
- Copy and secure your key
- Use in your applications
Manage API keys
Managing Keys
- View active API keys
- Revoke compromised keys
- Set key permissions
Troubleshooting
Can’t Change Email
- Verify you have access to current email
- Check new email isn’t already registered
- Contact support if issues persist
Password Reset Not Working
- Check spam/junk folder
- Request a new reset link
- Verify email address is correct
2FA Locked Out
- Use backup codes if available
- Contact support for account recovery
- Have identity verification ready